Independence Asset Advisors »

Vanguard Wellington Fd us minimum shares owned by Independence Asset Advisors

Quarter-by-quarter ownership of Vanguard Wellington Fd us minimum (VFMV) shares owned by Independence Asset Advisors from 13F filings

Historical chart of Independence Asset Advisors investment in Vanguard Wellington Fd us minimum

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001653.975k653.9755k653.976k653.9765k653.977k54245,424.554255,425.55426
Value ($)Share countHistorical VFMV position of Independence Asset Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us minimum held by Independence Asset Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington Fd us minimum by Independence Asset Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $654k 5.4k 120.55

More positions owned by Independence Asset Advisors

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pacer Fds Tr Pac Asset Fltg (FLRT)
Vanguard Index Fds Real Estate Etf (VNQ)
Natixis Etf Trust Ii Natixis Loomis (LSGR)
Vanguard Wellington Us Minimum (VFMV)
Vaneck Etf Trust Clo Etf (CLOI)
Harbor Etf Trust Scientific High (SIHY)
Apple (AAPL)

View all positions for Independence Asset Advisors

Top funds holding Vanguard Wellington Fd us minimum

Anderson Hoagland & Co
Foundations Investment Advisors
Goss Wealth Management
Martin Worley Group
Umb Bank N A
UBS Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
LPL Financial
H D Vest Advisory Services
Pathstone Holdings
Compass Financial Group
Royal Bank of Canada
Keystone Financial Group
Orion Portfolio Solutions

View all funds holding Vanguard Wellington Fd us minimum